Medicare Client Support and Retention Advocate

Are you ready to take your career to the next level and make a real impact? Do you possess exceptional communication skills and have a talent for handling multiple tasks at once? Are you a stickler for quality and take pride in producing polished, precise work? Do you believe in going above and beyond to ensure that every client receives a positive experience? If so, we invite you to apply today - this could be the opportunity you've been waiting for to achieve your professional goals and make a difference in the lives of others. As an optimistic, persuasive, and detail-oriented individual, you'll thrive in a role where you're able to provide clear guidance, remove obstacles, and ensure that your work is always accurate and successful. Join us and discover a fulfilling career where you can play an essential role in ensuring that our clients enjoy a reliable and risk-free experience.

If this is you, please take this 7 minute survey to be considered:

https://go.apply.ci/s/lOrVIfQgx8

We are a growth-minded company on a mission to become the nation’s most trusted resource for Medicare education and enrollment assistance. We are seeking dependable, self-disciplined individual to join the Support Advocate team and help instill client trust that we will deliver on our promise to provide unparalleled enrollment assistance.

We are looking for someone who believes wholeheartedly in our core values:

• We always serve our clients above all else
• We always care and are eager to help each other
• We always do whatever it takes with a positive attitude
• We always perform at a high level with humble confidence
• We always keep our commitments and strive for excellence

If this is you, please take this 7 minute survey to be considered:

https://go.apply.ci/s/lOrVIfQgx8

Responsibilities:

The Client Support Advocate is responsible for providing second tier level support to clients who have more complex and challenging questions and issues to resolve. This may include questions about successfully completing the enrollment process or follow-on needs that surface after the insurance selection are issued and in force. The Client Support Advocate also provides back-up support to the Support Advocate team for reception and enrollment . To do this, the Client Support Advocate leverages internal CRM systems and verifies information through phone, email, text, and other communications methods. Specific job tasks include:

• Providing pre- and post- issued sales client support
• Handling pre- and post sales escalations
• Handling at-risk cancellation and cancellation requests to reduce client churn
• Assisting with plan changes, including:
• Switching plans if a current client needs a new plan
• During AEP, switching MAPD and Supplement plans for those who want to change
• Reviewing DVH and PDP plans with clients who need to switch
• After work hours and if there is predictable excess capacity during normal work hours:
• Sending out DVH and Copay email sequences
• Enrolling and scheduling appointments to convert into sales
• Assisting with the development and updates to process documentation
• Completing special projects as assigned

Required Experience:

• High school diploma or the equivalent is required, Bachelor's degree preferred
• Resident Health Producer License is required.
• 3 or more years of inbound/outbound customer/client service experience in an office setting environment using the telephone and computer as the primary instruments to perform job duties
• Strong computer skills, including the ability to multi-task and navigate multiple screens simultaneously. Prefer working knowledge of Google Suite products

If this is you, please take this 7 minute survey to be considered:

https://go.apply.ci/s/lOrVIfQgx8

We look forward to hearing from you!

Job Type: Full-time

Pay: $27.50 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Customer service: 2 years (Required)
• healthcare industry: 1 year (Required)

License/Certification:

• Health Insurance Producer's License (Required)

Work Location: In person